Wealth Advisor for High-Net-Worth Clients (CFP)
The Washington Trust Company
The Washington Trust Company Wealth Management seeks a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role centers on holistic planning and ongoing guidance to help clients achieve financial goals. The ideal candidate holds a CFP designation and demonstrates fiduciary responsibility and client service excellence, including experience with high-net-worth portfolios and integrated wealth solutions. #J-18808-Ljbffr
Vacancy posted 2 days ago
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